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M&G plc’s Lam Research LRCX Stock Holding History

M&G plc’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.4M Sell
31,035
-266,196
-90% -$80.8M 0.07% 182
2026
Q1 		$63.6M Sell
297,231
-851,214
-74% -$190M 0.33% 68
2025
Q4 		$196M Sell
1,148,445
-603,806
-34% -$93.9M 1.01% 33
2025
Q3 		$235M Sell
1,752,251
-83,661
-5% -$8.86M 1.25% 25
2025
Q2 		$178M Buy
1,835,912
+1,317,368
+254% +$104M 0.98% 29
2025
Q1 		$37.9M Buy
518,544
+265,519
+105% +$20.9M 0.18% 97
2024
Q4 		$18.2M Buy
253,025
+6,405
+3% +$486K 0.11% 147
2024
Q3 		$20.1M Buy
246,620
+44,310
+22% +$3.85M 0.07% 145
2024
Q2 		$21.5M Sell
202,310
-51,020
-20% -$4.89M 0.09% 135
2024
Q1 		$24.6M Buy
+253,330
New +$22.3M 0.09% 116

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&G plc's LRCX Position: Q2 2026 in Review

M&G plc reduced its Lam Research (LRCX) stake by 90% in Q2 2026, selling an estimated $80.8M and leaving 31,035 shares worth $13.4M. The position accounts for 0.07% of the portfolio, ranked #182.

M&G plc first reported a position in LRCX in Q1 2024 and has held it in 10 quarters since. The position peaked at $235M in Q3 2025. 3,125 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • M&G plc held 31,035 shares of Lam Research worth $13.4M as of Q2 2026.
  • M&G plc sold 266,196 Lam Research shares in Q2 2026, an estimated $80.8M.
  • Lam Research made up 0.07% of M&G plc's portfolio in Q2 2026, its #182 holding.
  • M&G plc first reported a position in Lam Research in Q1 2024 and has held it in 10 quarters since.
  • M&G plc's Lam Research position peaked at $235M in Q3 2025.
  • 3,125 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on M&G plc's 13F filing for Q2 2026, filed 6 Aug 2026.